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State Street SPDR Portfolio S&P 500 Growth ETF

916 hedge funds and large institutions have $17.2B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 359 increasing their positions, 317 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 37

133% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $4.9M

19% more capital invested

Capital invested by funds: $14.4B → $17.2B (+$2.74B)

16% more funds holding in top 10

Funds holding in top 10: 144167 (+23)

13% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 317

11% more funds holding

Funds holding: 823916 (+93)

2.32% more ownership

Funds ownership: 77.53%79.86% (+2.3%)

Holders
916
Holders Change
+93
Holders Change %
+11.3%
% of All Funds
13.35%
Holding in Top 10
167
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+15.97%
% of All Funds
2.43%
New
137
Increased
359
Reduced
317
Closed
37
Calls
$11.4M
Puts
$4.9M
Net Calls
+$6.5M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
901
AlphaCore Capital
California
$2.14K +$2.04K +33 New
HFS
902
Hantz Financial Services
Michigan
$2K
FPB
903
First PREMIER Bank
South Dakota
$2K +$2.16K +35 New
SIC
904
Salem Investment Counselors
North Carolina
$1.96K
CI
905
Cordant Inc
Oregon
$1.95K +$1.85K +30 New
BF
906
BOK Financial
Oklahoma
$1.82K
HR
907
Howe & Rusling
New York
$1.69K +$1.6K +26 New
FPF
908
First Pacific Financial
Washington
$1.63K +$1.54K +25 New
MIM
909
Macroview Investment Management
Maryland
$1.53K -$8.08K -131 -85%
PP
910
Pacifica Partners
Canada
$1.51K
FFA
911
Frazier Financial Advisors
Ohio
$1.17K +$1.11K +18 New
LC
912
Lindbrook Capital
California
$976
BC
913
Broadwater Capital
Massachusetts
$976 +$925 +15 New
FSWA
914
Financial Synergies Wealth Advisors
Texas
$811
BAM
915
Byrne Asset Management
New Jersey
$327 +$308 +5 New
CPG
916
Cornerstone Planning Group
New Jersey
$130
GWSA
917
Global Wealth Strategies & Associates
Colorado
$32
KFS
918
Kelly Financial Services
Massachusetts
$1 -$712K -11,554 Closed
CCMG
919
Clark Capital Management Group
Pennsylvania
-$149M -2,506,806 Closed
HWP
920
Hibernia Wealth Partners
Louisiana
-$16.1M -271,674 Closed
Jane Street
921
Jane Street
New York
-$6.12M -103,307 Closed
Koshinski Asset Management
922
Koshinski Asset Management
Illinois
-$2.86M -48,282 Closed
FTUS
923
Flow Traders U.S.
New York
-$1.64M -27,738 Closed
CIA
924
Choate Investment Advisors
Massachusetts
-$1.51M -25,442 Closed
ADIM
925
Alpha DNA Investment Management
Maryland
-$1.13M -19,067 Closed

SPYG Hedge Fund Activity: Q4 2023 in Review

916 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2023, worth a combined $17.2B — up 19% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SPYG positions and 37 closed out — a net gain of 100 holders — while 359 added to existing stakes and 317 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $414M. The largest seller was Envestnet Asset Management, cutting an estimated $279M.

  • 916 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2023, up from 823 in Q3 2023.
  • Funds reported $17.2B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 137 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2023 and 37 closed out, a net change of +100 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $414M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2023.